Multi-location insurance agencies need a solution that easily tracks and manages agencies' activities in real time, streamlines automated sales and service workflows, and provides in-depth reporting to make insightful, data-driven decisions.
AgencyZoom Enterprise was built to do exactly this.
Create personalized dashboards to keep a pulse on agency insights that matter most to the business. Track and manage individual agency performance and key performance indicators in real time to make key strategic decisions.
Monitor key metrics including new business sales, sales activities tracking, and peer-to-peer comparisons. Unlock valuable insights for optimizing best practices and pinpointing areas for improvement, eliminating guesswork and ushering in impactful results.
Create and distribute ready-made email and text templates and documents to all agencies for consistency and effective communication across the business.
Create and publish sales and service pipelines, automation, and service configuration to streamline operations and reduce manual effort. Onboarding a new agent has never been this easy.